00:00What are the newest technologies unveiled at GTC that you see having the biggest impact?
00:05The big story from this year's GTC was around this notion of agentic AI.
00:11And, you know, we've been hearing a lot about this lately, particularly with this idea of OpenClaw.
00:17OpenClaw being this application that allows you to have AI actually do things for you.
00:24Up until now, we've been excited about having AI discover things for us.
00:29So we've used ChatGPT and all these other LLMs to discover information, synthesize information.
00:35But now, with this agentic AI, AI can actually do things for us.
00:41Jensen Huang emphasized inference, where AI systems answer questions or carry out tasks.
00:47As NVIDIA builds new architectures for inference, can it compete with competitors?
00:53The other thing they did is they leveraged this investment they had made in Grok.
00:58Grok makes a more specialized AI inference accelerator.
01:03So it was a big deal to see NVIDIA talk about these different racks and then tie them all together
01:09in this AI supercomputer model that they call the Verorubin platform.
01:15And the reason why NVIDIA is so well positioned against the Chinese and their competitors here in the U.S.
01:22as well is a lot of this is based around the CUDA software, other software elements that NVIDIA has built.
01:29This Dynamo software and now even this Nemo Claw agentic AI stack, they are really positioning themselves to say, hey,
01:39we are a complete agentic AI infrastructure player.
01:43And that includes hardware, software, and all the elements that tie it together.
01:49How resilient is NVIDIA supply chain amid geopolitical tensions, especially U.S. export controls, restricting the most advanced chips from
01:59being sold to China?
02:00For the last several months, people have basically said NVIDIA is going to completely write off their business to China.
02:07They can count on zero revenue from China, and yet they've still done spectacularly well.
02:12But the latest from today was they are going to build chips for Chinese customers who are very eager to
02:19get those products because there's a huge advantage in the technology and the architecture.
02:24The TSMC manufacturing capabilities that's way beyond what any of the Chinese makers can do right now.
02:30So we'll see how that plays out.
02:33There's a lot of politics involved with that particular element that may, you know, may change that situation.
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